Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.14%
3 year
15.97%
5 year
10.03%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
10.11%
Sharpe
1.79
Sortino
3.74
Max drawdown
-23.65%
Best month
10.50%
Worst month
-13.49%
Beta vs VTIAX
0.75
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.